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- ...Senior Relationship Manager position Bloemfontein(CFP) We are specifically looking for someone with a strong accounting background who can interpret financial statements and provide relevant advice. A CFP qualification and management experience will be a strong advantage...
- ...experienced financial services professional with a strong understanding of financial planning and investment concepts, who holds a CFP or CFA qualification and is looking to develop their career within a professional financial planning environment. Key Responsibilities...
- ...Our client, a prestigious financial advisory firm, is seeking a highly qualified and client-focused Certified Financial Planner (CFP) to join their established practice in Centurion, Gauteng. This role is critical in providing comprehensive financial planning services...
Placements24
Gauteng2 days ago - A reputable financial services company in Pretoria is seeking a Financial Planner to support clients in estate planning and investment management. The ideal candidate must be a Certified Financial Planner with over three years of estate planning experience and proficiency...
Competent Candidates
Pretoria, Gauteng5 days ago - ...will analyse client data, prepare plans, compile compliance documentation and support implementation and ongoing reviews. Requires CFP® designation or active studies, 2–3 years paraplanning experience, and strong FAIS/FSCA knowledge. Afrikaans and English fluency...
Srg Financial Placements
South Africa2 days ago - ...maintaining client relationships and ensuring regulatory compliance. You will analyze client needs, present recommendations, and collaborate with professionals to provide holistic solutions. A CFP designation and strong ethics are essential for success. #J-*****-Ljbffr...
Placements24
Gauteng4 days ago - ...Moonstone, a dynamic independent brokerage based in Randburg, seeks a qualified Financial Advisor with CFP and at least 5 years in financial services to provide holistic financial planning and build long-term client relationships. You will conduct needs analyses, recommend...
Moonstone
Gauteng5 days ago - ...service high-profile medical clients. The role demands an accounting background and the ability to interpret financial statements, with CFP qualification favored. The candidate will travel nationally to service clients, lead a team of junior relationship managers, and...
Rectitude Recruit
South Africa4 days ago - Placements24 in Benoni, Gauteng, seeks a certified Financial Planning Advisor to provide tailored wealth, retirement, and risk management strategies for individuals and families. You will build trusted client relationships and deliver comprehensive planning solutions...
Placements24
Gauteng4 days ago - feeblo. is seeking a client-centric Financial Advisor in KwaZulu-Natal to build a thriving practice in Durban and surrounding areas.You will provide holistic, fiduciary financial guidance across retirement, investments, risk, estate, and tax planning, while focusing...
Feeblo.
Durban, KwaZulu-Natal2 days ago - ...2-year structured traineeship offers practical case-study exposure, platform systems training, and direct mentorship to achieve the CFP designation.Participants will support senior planners, undertake required RE5 and Capstone milestones, and gain hands-on experience in...
Company : Bdo
Pretoria, Gauteng5 days ago - ...Assistant Paraplanner to join their company. Desired Experience & Qualification Matric Qualification BCom Degree (Required) CFP - Diploma in Financial Planning (Advantage) Can read and speak Afrikaans and English (Required) Previous working experience in...
- ...multiple client files, priorities and deadlines while maintaining a high standard of accuracy. Minimum Requirements Qualifications CFP designation OR actively studying towards CFP essential. Relevant financial planning, investment or financial services...
- ...Advanced Excel skills and proficiency in MS Office, Outlook and Internet, ability to work under pressure, as well as a completed CFP qualification. Correspondence will only be conducted with short listed candidates. Should you not hear from us within 14 days...
- ...Participate in branch activities, training, and client events. Desired Experience & Qualification RE5 qualification (Compulsory) CFP designation (Certified Financial Planner) Advantageous Proven track record in financial advice or wealth management Strong...
- ...outcomes Qualifications: - Bachelors degree in Finance, Economics, Business, or related field - Certified Financial Planner (CFP) designation preferred - Minimum of 3 years of experience in financial planning or related field - Strong analytical and problem-...
- ...potential clients to maintain a strong client base Requirements: ~ Relevant University Degree in Finance / Accounting / Investment ~ CFP Qualified and RE 5 is essential ~5+ years experience in a similar environment If you meet the above requirements and want to...
- ...Matric Successfully completed the Class of Business exam Successfully completed the RE5 exam Certified Financial Planner (CFP) or an equivalent full qualification (NQF Level 6 with 20 credits) Currently registered with the Financial Sector Conduct Authority...
- ...investment, IT systems, and risk experience in the Financial Services industry) . Designations (Advantageous): Risk management / CFP / CFA designation Technical Skills (Advantageous): Programming abilities and specialist knowledge on regulatory matters (i.e., FAIS...
- ...planning, advisory, or a related role. Strong knowledge of financial planning principles and strategies. Certified Financial Planner (CFP) certification preferred. Excellent analytical and problem-solving skills. Ability to effectively communicate complex financial...
- ...Qualification - Matric - Preferable tertiary qualification. - Preference to Investment Management, Financial planning, Accounting, Tax or CFP. Experience - Ideally 3-5 years’ experience in an advisory practice. Please call us on (***)***-**** NB: Should you not...
- ...management experience ~ Knowledge of the financial services, health, insurance, and investment industry ~ Certified Financial Planner (CFP) would be advantageous. ~ Key individual would be advantageous. ~ Proven ability to lead and motivate teams ~ Strong analytical...
- ...Postgraduate qualification in Wealth Management, Tax, or Business Administration (preferred). professional certifications such as CFP, CFA, CA(SA), highly desirable. Additional certifications in compliance, fiduciary management, or governance advantageous....
- ...Description: This opportunity is ideal for a candidate who has recently completed BCom Financial Planning, BCom Investment Management, CFP, or a similar finance-related qualification and is passionate about helping clients achieve their financial goals through sound...
- ...Paraplanner with a relevant Finance, Investment or Economics Degree AND Postgraduate Diploma in Financial Planning OR CFP qualification and with minimum 3-5 years’ Paraplanning experience, required to provide administrative support to Advisers and attend to a portfolio...
- ...~3–7+ years’ experience in risk insurance or financial services. ~ Grade 12 (Matric). ~ Relevant financial qualification (e.g., CFP or NQF-aligned qualification). ~ FAIS compliant for providing risk advice. ~ Product accreditation with major life insurers (or willingness...
- ...knowledge Requirements: Matric certificate Progress toward relevant industry certifications (e.g: PGDip Financial Planning, CFP). At least 3 years working experience at a CAT I FSP investments, long term insurance, employee benefits, medical aid and gap cover...
- ...finance or a relevant field from an accredited South African or international institution. Holds at a minimum either a CA (SA), CFA, CAIA, CFP, or FRM designation an actuarial related background will be advantageous as well. If a CFA Candidate: A minimum of CFA level II...
- ...appropriate financial solutions and products • Delivering Financial advisory services Minimum Requirements: • Appropriate Degree • CFP or in process of obtaining it. • Computer literate • Clear credit and criminal record. • Own vehicle/transport • Valid driver...
- ...BCom (Finance / Business Finance / Investments / Financial Planning / Financial Sciences or Investment Management or BCom (Economics) CFP and/or Postgraduate Diploma in Financial Planning (Requirement) Valid RE5 certificate At least 3 years relevant work experience...
